# Foxholm Financial

> Foxholm Financial is a state-registered investment advisory firm, registered since 2026, with no regulatory assets under management reported in its Form ADV filing dated September 4, 2026.

- CRD: 339940
- Filed as: FOXHOLM FINANCIAL
- Legal name: Foxholm Financial, Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Georgia
- Filing period: October 2026
- Form ADV filing dated: September 4, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/339940
- AdvisorCensus page: https://advisorcensus.com/firm/foxholm-financial-339940

## Quick answers

**How is Foxholm Financial compensated?**
On its Form ADV (Item 5.E, October 2026), Foxholm Financial reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Foxholm Financial registered with the SEC or a state?**
Foxholm Financial is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 339940.

**Does Foxholm Financial report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/339940

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bsky.app/profile/foxholm.bsky.social
- foxholm.com
- Facebook facebook.com
- Instagram @FoxholmFi
- LinkedIn @foxholm-financial
- TikTok @foxholm.financial
- X @FoxholmFi
- YouTube @FoxholmFinancial

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Foxholm Financial (CRD 339940): Form ADV filing data as of October 2026.